Compare · 3 funds side by side · dividends reinvested

VIG, WCEO and JEPI

VIGVanguard×WCEOHypatia Capital×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

VIG, WCEO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.0

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: VIG 2006 · WCEO 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Vanguard Dividend Appreciation ETF · $109B$11,638

VIG

WCEO

Hypatia Women CEO ETF · $14M$12,086

$10,000 since Jan 1, dividends reinvested · they hold 4.8% in common

VIGMeasureWCEO

+16.4%Year to dateJan 1 → Nov 4+20.9%

+18.9%1 yearTotal return+24.1%

+20.6%3 years · per year$10,000 became $17,533 · $17,452+20.4%

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.44%Trailing 12-mo yield$144 · $53 a year on $10k0.53%

−7.9%Worst dropSmaller is better−7.3%

10.2%VolatilityLower is calmer13.8%

VIGWCEO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs WCEO: Top 5 Holdings

Today

VIG

22.1%in top 5

WCEO

in top 58.3%

VIGStockWCEO

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5SEI1.7%

not top 5KMI1.7%

not top 5MPC1.7%

not top 5INSW1.6%

not top 5CLX1.6%

Held in common4.8%

End-of-day Nov 4, 2026 · share of each fund

VIG vs WCEO Returns, Every Period

VanguardVIG

+18.9%

past year

WCEOHypatia Capital

+24.1%

past year

VIGWCEOFaded: behind in that period

1–2WCEO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.4%

JEPIJ.P. Morgan

+8.8%

+16.4%Year to date+8.8%

−7.9%Worst drop · 1Y−6.7%

10.2%Volatility · 1Y8.1%

1.4%Yield7.8%

$109BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCEO, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VIG, WCEO, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VIG1.44%$144

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VIG$144 − $4 = $140

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VIG, WCEO, JEPI

Today

30.7%most shared, VIG and JEPI

VIGWCEOJEPI

VIG—4.8%30.7%

WCEO4.8%—6.8%

JEPI30.7%6.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.1%WCEO, at 13.8% volatility

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

WCEOWorst drop−7.3%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCEO

+8.8%Year to date+20.9%

7.8%Yield0.5%

+11.9%Past year+24.1%

0.35%Fee0.85%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026